|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.2M
|
+$6.33M
|
+204,248
|
+20%
|
|
|
2
|
Merit Financial Group
Alpharetta,
Georgia
|
$30.3M
|
+$3.38M
|
+109,152
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$25.5M
|
-$3.81M
|
-122,810
|
-13%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$18.8M
|
-$1.15M
|
-37,035
|
-6%
|
|
|
5
|
|
$18.5M
|
-$256K
|
-8,255
|
-1%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$17.6M
|
-$2.01M
|
-64,949
|
-10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
-$18.4M
|
-594,066
|
-51%
|
|
|
8
|
|
$15.6M
|
-$18.6M
|
-600,972
|
-55%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$661K
|
+21,336
|
+7%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$10.5M
|
+$21.1K
|
+681
|
+0.2%
|
|
|
11
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.69M
|
+$1.62M
|
+52,218
|
+20%
|
|
|
12
|
Securian Asset Management
St Paul,
Minnesota
|
$7.83M
|
–
|
–
|
–
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$6.75M
|
+$679K
|
+21,916
|
+11%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.52M
|
-$2.09M
|
-67,518
|
-28%
|
|
|
15
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$5.52M
|
+$73.7K
|
+2,379
|
+1%
|
|
|
16
|
Arlington Partners
Birmingham,
Alabama
|
$5.48M
|
+$374K
|
+12,070
|
+7%
|
|
|
17
|
PFS Investments
Duluth,
Georgia
|
$5.28M
|
+$525K
|
+16,946
|
+11%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.17M
|
+$5.12M
|
+165,202
|
New
|
|
|
19
|
Beacon Financial Group
Dallas,
Texas
|
$4.99M
|
+$285K
|
+9,194
|
+6%
|
|
|
20
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.58M
|
+$4.49M
|
+144,928
|
+11,745%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$4.41M
|
+$662K
|
+21,363
|
+18%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$4.06M
|
+$3.2M
|
+103,238
|
+392%
|
|
|
23
|
Endurance Wealth Management
Providence,
Rhode Island
|
$3.65M
|
-$37.5K
|
-1,209
|
-1%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$3.53M
|
-$2.93M
|
-94,722
|
-46%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$3.5M
|
+$349K
|
+11,248
|
+11%
|
|
